Yahoo Finance·2026-01-06 18:10Group 1 - Western Digital's stock surged 15.8% following reports of rising prices for computer memory chips essential for AI services [1] - Micron's stock also increased, but its 6% gain is significantly lower than that of Western Digital [1][8] - CNBC predicts a 40% rise in DRAM prices this year due to increasing demand for AI-related memory chips [3] Group 2 - Major DRAM producers include SK Hynix, Samsung Electronics, and Micron, while Western Digital focuses on solid-state NAND and hard disk drives [4] - Rising DRAM prices may lead AI companies to seek cheaper alternatives like HDDs, potentially benefiting Western Digital [4] - Analysts forecast a 21% long-term earnings growth for Western Digital, resulting in a PEG ratio of 1.2, which is not as attractive compared to Micron's PEG ratio of 0.6 [5][6] Group 3 - Despite the recent surge, Western Digital was not included in a list of the top 10 stocks recommended by analysts, who believe there are better investment opportunities available [9]